Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,411 | $167,362-49.0% | $143,799-40.6% | $134,532-36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.28% | 0.47%+0.8pp | -0.04%+1.3pp | 418.27%-417.0pp |
| Employer contribution / active EE | $1,083 | $5,620-80.7% | $4,952-78.1% | $4,741-77.2% |
| Participant deferral / active EE | $2,178 | $6,447-66.2% | $5,638-61.4% | $6,401-66.0% |
| Admin fee / account holder | $1,003 | $18,094-94.5% | $14,677-93.2% | $11,429-91.2% |